Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames MacLean is an investment advisor representative who is registered with RBC Private Counsel (usa) Inc., located in Toronto, Ontario. James has been in the industry since December 3, 1997. James has been associated with RBC Private Counsel (usa) Inc. since September of 2012 and BMO Nesbitt Burns Securities Ltd. from December 3, 1997 to September 21, 2012. James is also registered in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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06/24/2013 - Present
RBC Private Counsel (usa) Inc. (TORONTO, ONTARIO )
NA
12/03/1997 - 09/21/2012
BMO NESBITT BURNS SECURITIES LTD. (TORONTO, ONTARIO )
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/02/1997
Series 38 - Canada Module of the General Securities Registered Representative (Without Options Questions)
Active
Inactive
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